YCM
TWO

Yousif Capital Management’s Two Harbors Investment TWO Stock Holding History

Yousif Capital Management’s Portfolio TWO Stock Details TWO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$345K Sell
27,789
-51
-0.2% -$610 ﹤0.01% 1453
2026
Q1 		$318K Buy
27,840
+5
+0% +$56 ﹤0.01% 1601
2025
Q4 		$370K Sell
27,835
-4,211
-13% -$42.1K ﹤0.01% 1553
2025
Q3 		$316K Sell
32,046
-6,647
-17% -$66.9K ﹤0.01% 1616
2025
Q2 		$417K Hold
38,693
– – ﹤0.01% 1543
2025
Q1 		$517K Sell
38,693
-608
-2% -$7.88K 0.01% 1418
2024
Q4 		$465K Sell
39,301
-944
-2% -$11.4K 0.01% 1507
2024
Q3 		$559K Sell
40,245
-1,141
-3% -$15.6K 0.01% 1446
2024
Q2 		$547K Sell
41,386
-4,867
-11% -$61.9K 0.01% 1436
2024
Q1 		$612K Sell
46,253
-12,253
-21% -$159K 0.01% 1433
2023
Q4 		$815K Buy
58,506
+10,842
+23% +$140K 0.01% 1314
2023
Q3 		$631K Sell
47,664
-3,883
-8% -$52K 0.01% 1374
2023
Q2 		$715K Sell
51,547
-2,540
-5% -$33.5K 0.01% 1323
2023
Q1 		$796K Sell
54,087
-880
-2% -$14.3K 0.01% 1267
2022
Q4 		$867K Sell
54,967
-14,480
-21% -$218K 0.01% 1235
2022
Q3 		$922K Sell
69,447
-865
-1% -$16.8K 0.01% 1228
2022
Q2 		$1.4M Sell
70,312
-8,580
-11% -$174K 0.02% 1034
2022
Q1 		$1.75M Buy
78,892
+607
+0.8% +$13.2K 0.02% 1035
2021
Q4 		$1.81M Buy
+78,285
New +$1.95M 0.02% 1047

Other funds holding TWO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
SGCM
Sand Grove Capital Management London, United Kingdom $383M AUM 123.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $7.02B AUM 31.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Yousif Capital Management's TWO Position: Q2 2026 in Review

Yousif Capital Management reduced its Two Harbors Investment (TWO) stake by 0.18% in Q2 2026, selling an estimated $610 and leaving 27,789 shares worth $345K. The position accounts for ﹤0.01% of the portfolio, ranked #1453.

Yousif Capital Management first reported a position in TWO in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.81M in Q4 2021. 232 funds tracked by Wall St. Rank hold TWO as of Q2 2026.

  • Yousif Capital Management held 27,789 shares of Two Harbors Investment worth $345K as of Q2 2026.
  • Yousif Capital Management sold 51 Two Harbors Investment shares in Q2 2026, an estimated $610.
  • Two Harbors Investment made up ﹤0.01% of Yousif Capital Management's portfolio in Q2 2026, its #1453 holding.
  • Yousif Capital Management first reported a position in Two Harbors Investment in Q4 2021 and has held it in 19 quarters since.
  • Yousif Capital Management's Two Harbors Investment position peaked at $1.81M in Q4 2021.
  • 232 funds tracked by Wall St. Rank held Two Harbors Investment as of Q2 2026.

Based on Yousif Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.